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IKSTX vs USVAX
IKSTX vs USVAX Comparison
Open Charts IKSTX vs USVAX
Carret Kansas Tax Exempt Bond Fund A
Price$10.17
Change-$0.01 (-0.10%)
VolumeN/A
CapitalizationN/A
Victory VA Bond
Price$10.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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IKSTX vs USVAX Comparison Chart
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IKSTX vs. USVAX commentary
Oct 19, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IKSTX is a Hold and USVAX is a Hold.
FUNDAMENTALS
Fundamentals
USVAX has more cash in the bank: 526M vs. IKSTX (122M). USVAX pays higher dividends than IKSTX: USVAX (3.09) vs IKSTX (1.72). IKSTX was incepted earlier than USVAX: IKSTX (22 years) vs USVAX (34 years). USVAX is a more actively managed with annual turnover of: 14.00 vs. IKSTX (8.00). USVAX has a lower initial minimum investment than IKSTX: USVAX (3000) vs IKSTX (5000). USVAX annual gain was more profitable for investors over the last year : 13.73 vs. IKSTX (8.71). USVAX return over 5 years is better than : 5.62 vs. IKSTX (1.13).
| IKSTX | USVAX | IKSTX / USVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 34 years | - |
| Gain YTD | 0.712 | 2.655 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 526M | 23% |
| Annual Yield % from dividends | 1.72 | 3.09 | 56% |
| Returns for 1 year | 8.71 | 13.73 | 63% |
| Returns for 3 years | -3.47 | -0.48 | 722% |
| Returns for 5 years | 1.13 | 5.62 | 20% |
| Returns for 10 years | 8.68 | 6.79 | 128% |
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